Wealthspire Advisors, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$17.8B
Holdings
848
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (848 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | PNCPNC FINL SVCS GROUP INC | 6,624 | $1.2B | 6.94% | |
| 402 | VSECVSE CORP | 9,425 | $1.2B | 6.94% | |
| 403 | SHELSHELL PLC | 17,461 | $1.2B | 6.91% | |
| 404 | EPDEnterprise Products Partners | 39,642 | $1.2B | 6.91% | |
| 405 | EPDENTERPRISE PRODS PARTNERS L | 39,642 | $1.2B | 6.91% | |
| 406 | CRWDCROWDSTRIKE HLDGS INC | 2,409 | $1.2B | 6.90% | |
| 407 | BOTZGLOBAL X FDS | 36,860 | $1.2B | 6.76% | |
| 408 | AJGGALLAGHER ARTHUR J & CO | 3,737 | $1.2B | 6.72% | |
| 409 | AJGArthur J Gallagher & Co | 3,737 | $1.2B | 6.72% | |
| 410 | TROWPRICE T ROWE GROUP INC | 12,330 | $1.2B | 6.69% | |
| 411 | TFCTRUIST FINL CORP | 27,673 | $1.2B | 6.69% | |
| 412 | EDConsolidated Edison Inc | 11,802 | $1.2B | 6.66% | |
| 413 | EDCONSOLIDATED EDISON INC | 11,802 | $1.2B | 6.66% | |
| 414 | AFLAFLAC INC | 11,116 | $1.2B | 6.59% | |
| 415 | ITA*ISHARES TR | 6,176 | $1.2B | 6.55% | |
| 416 | VLOVALERO ENERGY CORP | 8,627 | $1.2B | 6.52% | |
| 417 | BCCCGLOBAL X FDS | 26,532 | $1.2B | 6.50% | |
| 418 | UBERUBER TECHNOLOGIES INC | 12,373 | $1.2B | 6.49% | |
| 419 | MDLZMONDELEZ INTL INC | 17,082 | $1.2B | 6.47% | |
| 420 | IEVISHARES TR | 18,115 | $1.1B | 6.44% | |
| 421 | A4SAMERIPRISE FINL INC | 2,143 | $1.1B | 6.43% | |
| 422 | TRVCCITIGROUP INC | 13,421 | $1.1B | 6.42% | |
| 423 | HSICHENRY SCHEIN INC | 15,534 | $1.1B | 6.38% | |
| 424 | RSGREPUBLIC SVCS INC | 4,558 | $1.1B | 6.32% | |
| 425 | MLB1MERCADOLIBRE INC | 430 | $1.1B | 6.32% | |
| 426 | ACWXISHARES TR | 18,370 | $1.1B | 6.29% | |
| 427 | SPSBSPDR SERIES TRUST | 36,944 | $1.1B | 6.27% | |
| 428 | MDYGSPDR SERIES TRUST | 12,800 | $1.1B | 6.25% | |
| 429 | ISRGINTUITIVE SURGICAL INC | 2,033 | $1.1B | 6.21% | |
| 430 | SMHVANECK ETF TRUST | 3,951 | $1.1B | 6.19% | |
| 431 | DFSUDIMENSIONAL ETF TRUST | 27,950 | $1.1B | 6.16% | |
| 432 | ORealty Income Corp | 18,970 | $1.1B | 6.14% | |
| 433 | OREALTY INCOME CORP | 18,970 | $1.1B | 6.14% | |
| 434 | FDXFEDEX CORP | 4,772 | $1.1B | 6.10% | |
| 435 | FQIDIGITAL RLTY TR INC | 6,196 | $1.1B | 6.07% | |
| 436 | DFICDIMENSIONAL ETF TRUST | 34,493 | $1.1B | 6.03% | |
| 437 | VHTVANGUARD WORLD FD | 4,259 | $1.1B | 5.94% | |
| 438 | BKNGBOOKING HOLDINGS INC | 180 | $1.0B | 5.86% | |
| 439 | ESGVVANGUARD WORLD FD | 9,475 | $1.0B | 5.84% | |
| 440 | ESGVVanguard ESG US Stock ETF | 9,475 | $1.0B | 5.84% | |
| 441 | WECWEC ENERGY GROUP INC | 9,928 | $1.0B | 5.81% | |
| 442 | NYFISHARES TR | 19,686 | $1.0B | 5.77% | |
| 443 | ZTSZOETIS INC | 6,572 | $1.0B | 5.76% | |
| 444 | IUSViShares Trust - iShares Core U.S. Value ETF | 10,830 | $1.0B | 5.76% | |
| 445 | IUSVISHARES TR | 10,830 | $1.0B | 5.76% | |
| 446 | RJFRAYMOND JAMES FINL INC | 6,603 | $1.0B | 5.69% | |
| 447 | PHPNGALECTIN THERAPEUTICS INC | 479,518 | $1.0B | 5.69% | |
| 448 | NFGNATIONAL FUEL GAS CO | 11,871 | $1.0B | 5.65% | |
| 449 | PSXPHILLIPS 66 | 8,400 | $1.0B | 5.63% | |
| 450 | XLISELECT SECTOR SPDR TR | 6,685 | $986.1M | 5.54% | |
| 451 | ELLAUDER ESTEE COS INC | 12,167 | $983.1M | 5.52% | |
| 452 | IUSGISHARES TR | 6,513 | $979.5M | 5.50% | |
| 453 | ACWVISHARES INC | 8,256 | $978.9M | 5.50% | |
| 454 | CBCHUBB LIMITED | 3,371 | $976.7M | 5.49% | |
| 455 | DBEFDBX ETF TR | 22,128 | $968.1M | 5.44% | |
| 456 | IGMISHARES TR | 8,597 | $965.8M | 5.43% | |
| 457 | SUSAISHARES TR | 7,606 | $964.1M | 5.42% | |
| 458 | ABNBAIRBNB INC | 7,262 | $961.0M | 5.40% | |
| 459 | MCKMCKESSON CORP | 1,310 | $960.1M | 5.40% | |
| 460 | ADIANALOG DEVICES INC | 3,999 | $951.8M | 5.35% | |
| 461 | CSXCSX CORP | 29,135 | $950.7M | 5.34% | |
| 462 | JCPBJ P MORGAN EXCHANGE TRADED F | 20,073 | $944.6M | 5.31% | |
| 463 | PSAPUBLIC STORAGE OPER CO | 3,198 | $938.4M | 5.27% | |
| 464 | DFARDIMENSIONAL ETF TRUST | 39,904 | $936.1M | 5.26% | |
| 465 | PDBCINVESCO ACTVELY MNGD ETC FD | 71,585 | $933.5M | 5.25% | |
| 466 | UGIUGI CORP NEW | 25,621 | $933.1M | 5.24% | |
| 467 | BKLCBNY MELLON ETF TRUST | 7,874 | $932.5M | 5.24% | |
| 468 | VTHRVANGUARD SCOTTSDALE FDS | 3,417 | $932.1M | 5.24% | |
| 469 | ORLYOREILLY AUTOMOTIVE INC | 10,282 | $926.7M | 5.21% | |
| 470 | MIGAMICROSTRATEGY INC | 2,289 | $925.4M | 5.20% | |
| 471 | DHRDANAHER CORPORATION | 4,674 | $923.3M | 5.19% | |
| 472 | PYPLPAYPAL HLDGS INC | 12,235 | $909.3M | 5.11% | |
| 473 | VOOVVanguard S&P 500 Value ETF | 4,813 | $908.2M | 5.10% | |
| 474 | VOOVVANGUARD ADMIRAL FDS INC | 4,813 | $908.2M | 5.10% | |
| 475 | BDXBECTON DICKINSON & CO | 5,253 | $904.8M | 5.08% | |
| 476 | TRVTRAVELERS COMPANIES INC | 3,360 | $898.9M | 5.05% | |
| 477 | PHPARKER-HANNIFIN CORP | 1,284 | $896.5M | 5.04% | |
| 478 | LQDISHARES TR | 8,142 | $892.4M | 5.02% | |
| 479 | CYBRCYBERARK SOFTWARE LTD | 2,166 | $881.3M | 4.95% | |
| 480 | LAMRLAMAR ADVERTISING CO NEW | 7,231 | $877.6M | 4.93% | |
| 481 | IBBISHARES TR | 6,921 | $875.5M | 4.92% | |
| 482 | SHOPSHOPIFY INC | 7,584 | $874.8M | 4.92% | |
| 483 | AIQGLOBAL X FDS | 19,987 | $873.2M | 4.91% | |
| 484 | ROKRockwell Automation Inc | 2,620 | $870.3M | 4.89% | |
| 485 | ROKROCKWELL AUTOMATION INC | 2,620 | $870.3M | 4.89% | |
| 486 | COPCONOCOPHILLIPS | 9,667 | $867.5M | 4.87% | |
| 487 | DEDEERE & CO | 1,681 | $855.0M | 4.80% | |
| 488 | TPLTEXAS PACIFIC LAND CORPORATI | 802 | $847.4M | 4.76% | |
| 489 | MPCMARATHON PETE CORP | 5,065 | $841.4M | 4.73% | |
| 490 | LFMDLIFEMD INC | 61,664 | $839.9M | 4.72% | |
| 491 | DEODIAGEO PLC | 8,297 | $836.7M | 4.70% | |
| 492 | BNBROOKFIELD CORP | 13,341 | $825.1M | 4.64% | |
| 493 | NMZNuveen Muni High Income | 79,500 | $824.4M | 4.63% | |
| 494 | MSIMOTOROLA SOLUTIONS INC | 1,927 | $810.1M | 4.55% | |
| 495 | DFSVDIMENSIONAL ETF TRUST | 27,340 | $804.6M | 4.52% | |
| 496 | CPRXCATALYST PHARMACEUTICALS INC | 36,879 | $800.3M | 4.50% | |
| 497 | METMETLIFE INC | 9,946 | $799.8M | 4.49% | |
| 498 | AZOAUTOZONE INC | 215 | $798.1M | 4.49% | |
| 499 | ICEINTERCONTINENTAL EXCHANGE IN | 4,336 | $795.4M | 4.47% | |
| 500 | ALSALLSTATE CORP | 3,928 | $790.7M | 4.44% |